core devs shipping 3 hard forks in before EOY 2026. EF solving interop, censorship resistance, post quantum and scaling main-net.
startups app / infra developers focused on product more than ever.
price has less to do with fundamentals in short term if macro is not great. I do not want to see a cacophony of these bullshit takes on my timeline during the bear market because you can’t manage your portfolio correctly.
ETH has become boring and institutionalized.
Nothing is happening natively onchain, all we have is scaling infrastructure efforts or tokenized real-world assets, mainly US treasuries (the most boring RWA of them all).
DeFi has taken a back seat; you simply swap, lend or borrow, no speculation, just risk-adverse utility. You know it's true when even Vitalik starts writing that vanilla DeFi has become too docile.
When it comes to holding ETH or ETH exposure, the only options are LSTs, or Lending ETH in AAVE. There is no new asset that can provide asymmetric ETH returns.
To conquer this we need to embrace Wartime Ethereum. We need to go to War.
To make Ethereum mainnet great again and to push the bounds of financial engineering onchain.
@eth_strategy
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